The Settings page allows you to create and edit a nest description and nest protocol, as well as manage User Keywords. Only the Owner and Admins of a nest can view its Settings page.

Administrative functions are split into Nest-level Admin functions and Organization-level Admin functions.

• For Organization-level Admin functions, see Manage Organizations.
• Exception: if you are giving an Organization access to a nest, that is a Nest-level Admin function under the Groups tab under the Collaborators panel, not the Manage Organizations page.

—-

Add or remove User and/or Admin privileges for your specific nest. To learn how to do so for individuals or organizations, see the Manage Users and Admins page.

From the Synthesis section, you can toggle 'on' or 'off' any Synthesis page:

• Toggle on or off Quantitative Synthesis, Qualitative Synthesis, Dashboard, Manuscript, Critical Appraisal, or PRISMA. If toggled off, that specific subsection will be greyed out in the Synthesis homepage.

Adjust the privacy/publicity of your Synthesis page to be Public, Protected, or Private:

• Make a nest public. Toggle this on to make the link to your Synthesis page (and all sub-pages) publicly viewable.
• Make a nest protected. Toggle this on to make the link to Synthesis undiscoverable and inaccessible to those without the key (or explicitly granted access). You will still be able to share a link with external parties, and the external party will not have to log in to view Synthesis.
• Make a nest private. Toggle this on for the most protection. Only those explicitly granted access with a NK account will be able to view the Synthesis.

As an Admin, you can configure the Screening Mode to be:

• Standard (default),
• Dual Screening,
• Two-Pass Screening,
• Dual, two-pass Screening, or optionally,
• If you use Dual Mode, you can also employ Robot Screener!

Standard Screening means that each record will be screened by one user in a single session. The user will have the option of designating “Full Text Review”, but there is no separate Full Text step.

Dual Screening means that each record will be screened by two different users and adjudicated by a third.

Two-Pass Screening means that each record will be screened at the Abstract level by one user, and advanced to a second, separate Full Text screening step, where the record must have a full text PDF uploaded and a final Screening decision made by a single user.

Dual Two-Pass Screening combines these functions, meaning each record is screened by two different users and adjudicated at the Abstract step, and then two users must screen at the Full Text step followed by adjudication.

Manual vs. Automatic: By default, the Screening Model will be on Manual, meaning that it will only run when a user selects Train Screening Model during the Screening process. Toggling the Screening Model on (see image above) will alter this so that the Model runs as soon as a sufficient number of studies are screened, and this Model will be re-run automatically as more screening occurs. In the image below, if manual the red box will say “Train Screening Model,” and if automatic training is on and enough studies are screened, the inclusion probability will be provided– in this case it is “P(Inclusion): 0.87.”

Displayed vs. Hidden: By default, the Screening Model will be displayed, meaning that any user will be able to see the probabilities on the Screening panel:

If you want this probability to be hidden from all users, Admins, and Owners on each individual study, toggle “Hide Probabilities.” If hidden, you can still run the model from the Admin page and have the option to turn on Automatic updating. Learn more about the Screening model here.

If there are screening decisions from a previous nest that are relevant to your current nest, you can import existing screening decisions for any record already in your nest by uploading a spreadsheet. To do this, under Screening on the Settings page, selecting “Begin” under Import.

Tagging can be completed in Standard mode, or you can turn on Form-based Mode:

In this mode, you will need to set up Questions in your tag hierarchy that are answered for each study.

If there are tags from a previous nest that are relevant to your current nest, you can import existing tags for any record already in your nest by uploading a spreadsheet. To do this, under Tagging on the Settings page, selecting “Begin” under Import.

As an Admin, you can configure the Meta-Analytical Extraction Mode to be:

• Standard (default)
• Dual MA Extraction

Standard MA Extraction means that each record will be extracted for quantitative data only once.

Dual MA Extraction means that each record will be extracted by two different users and adjudicated by a third. To toggle Dual MA Extraction 'on', select it in the Admin page:

Choose a Critical Appraisal system. Learn more about Configuring Critical Appraisal

To avoid bias in your review where multiple reviewers are participating, you may want to consider blinding certain aspects of the process. The Blinding settings allow you turn off or hide features.

Blind Adjudication allows you hide the reviewer's identity for each decision as to not influence the ultimate decision. For example:

Adjudicate Screening before Blinding:

After Blinding:

Hiding Inclusion Model allows you to remove the inclusion probability for each study if turned on, so the reviewer can make a completely independent decision.

Screening before hiding probabilities:

After hiding probabilities:

Hiding Comments removes the Comments tab in the workflow modules (Screening, Tagging, MA Extraction, Critical Appraisal), allowing you to hide any comments made on studies when viewing them. As a result comments can't directly be made as they appear in the queue but can be made and seen when the study is accessed in Study Inspector.

Right hand side tabs before hiding comments:

After hiding comments:

Hiding Tagging During Screening removes the Tagging tab available as you screen. We offer this capability during screening to be able to apply preliminary tags, but similarly it also exposes users to bias after a previous reviewer has screened and tagged. The before and after mirrors the above Comments removal but for the Tagging tab instead in Screening alone.

Copying a nest will copy the data and configurations, such as the search terms, references, exclusion reasons, the tagging hierarchy, applied tags, data elements, full-text PDFs, Critical Appraisal systems, the protocol and manuscript, and other configurations. The copied nest is entirely independent of the original nest. Access privileges will not be copied from the old nest and must be configured.

Only Owners have the right to delete a nest. “Delete” can be found next to “Rename”; deleting a nest is irreversible and will completely delete all data related to the project in question!

These features are only available to admins within an organization subscribed at the Enterprise level.

Allocation allows you to assign work in specific modules to various members of your team. Learn more about Allocation.

Nest Backups allow you to manually save up a backup of your nest to capture a version of it at a specific date and time. Learn more about Nest Backups.